Bawa N Mallick Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Bawa N Mallick Trust’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.48M	Hold	13,801	–	–	3.07%	5
2026 Q1	$8.25M	Hold	13,801	–	–	3.38%	4
2025 Q4	$8.65M	Hold	13,801	–	–	3.21%	5
2025 Q3	$8.45M	Hold	13,801	–	–	3.2%	5
2025 Q2	$7.84M	Hold	13,801	–	–	3.24%	5
2025 Q1	$7.09M	Hold	13,801	–	–	3.36%	4
2024 Q4	$7.44M	Buy	+13,801	New	+$7.48M	3.26%	5

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Bawa N Mallick Trust's VOO Position: Q2 2026 in Review

Bawa N Mallick Trust held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 13,801 shares worth $9.48M. The position accounts for 3.07% of the portfolio, ranked #5.

Bawa N Mallick Trust first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bawa N Mallick Trust held 13,801 shares of Vanguard S&P 500 ETF worth $9.48M as of Q2 2026.
Bawa N Mallick Trust left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 3.07% of Bawa N Mallick Trust's portfolio in Q2 2026, its #5 holding.
Bawa N Mallick Trust first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.